Print Preview

The Print Preview tab allows users to review and customise the invoice content before exporting it as a PDF. It provides flexibility to select specific sections of the invoice, ensuring only the required information is included in the final export and shared with the externals.
  • Navigate to the Invoices section.
  • Select an invoice from the list to open its Detail View (Overview).
  • From the top navigation beside the Overview tab, click on the Print Preview tab.
  • The left panel displays selectable sections, and the right panel shows the real-time PDF Preview.
  • Users can click Download to export the customised invoice as a PDF.
PDF Preview Panel
  • Displays the invoice in PDF format on the right side of the screen.
  • Updates in real-time based on selections made in the left panel.
  • Provides controls such as zoom, page navigation, and download options.
  • Clicking Download exports the customised PDF.